Method and system for planning and facilitating a venture

• US 20050246213A1
• Filed: 04/30/2004
• Published: 11/03/2005
• Est. Priority Date: 04/30/2004
• Status: Abandoned Application

• Current Assignee: Olympus Medical Equipment Services America, Inc. (Olympus Corporation)
• Original Assignee: Olympus America Incorporated (Olympus Corporation)
• Inventors: Maas, Christian Alexander, Ortmann, Fred W. III, Costello, James G. Jr., Oberle, Joseph F., Frederic, Judith Maher, Vacante, Nancy
• Application Number:
  US10/835,624
• Publication Number:
  US 20050246213A1
• Time in Patent Office: Days
• US Class Current: 705/7
• CPC Class Codes: G06Q 10/06313 Resource planning in a project environment
• CPC Class Codes: G06Q 40/02 Banking, e.g. interest calculation or account maintenance credit or loans G06Q40/03

Abstract

A business planning and project facilitation method, program, and system for a new or existing venture is provided. Default values based on data retrieved from a knowledge database according to user-provided venture estimate information, are provided to the user. The user can enter additional information based on the user'"'"'s estimate of a value for the venture to supplement and/or override at least one default value of the plurality of provided default values provided by the system. Based on the default value information and the user estimate information, a business plan customized for the venture is reported to the user. The database has information specific to a local business environment and detailed information about the industry of the target venture, including for example, ambulatory surgery centers and facilities, such as endoscopy.

Claims

1. A business planning method for an endoscopy services venture, the method comprising:

entering user estimate information based on a user estimate of a value for the endoscopy services venture;

providing a plurality of default values based on endoscopy services knowledge database-provided data retrieved according to the user estimate information;

entering user estimate information additional to previously entered user information to one of supplement and override at least one of the previously entered user estimate information and a default value of the plurality of provided default values; and

reporting a business plan customized for the endoscopy services venture, based on the default value information and the user estimate information.

2. The method of claim 1, wherein the plurality of default values includes at least one of a requirement, a goal, a forecast and an output for the endoscopy services venture.

3. The method of claim 1, wherein a user confidence tag representing a user estimate of the reliability of the tagged value is entered for the user estimate information, and wherein a provided value of the business plan based-on the user estimate information is flagged with a reliability index according to the user confidence tag for the user estimate information.

4. The method of claim 3, wherein in the generated business plan at least one of a facility size, an equipment requirement, and a staffing cost is forecast based on a user estimate of the volume of endoscopic procedures performed by the venture.

5. The method of claim 1, wherein the business plan is generated based on average scores for the industry of the venture, taking into account values specific to a local business environment according to a location of venture.

6. The method of claim 5, wherein the location of the venture includes information about at least one of a country, state, province, county, and town of the venture.

7. The method of claim 1, wherein based on the default value information and the user estimate information, project facilitation is provided to facilitate user tracking and performance of tasks necessary for the venture.

8. A business planning system for an endoscopy services venture, the system comprising:

a user interface configured to receive user estimate information based on a user estimate of a value for the endoscopy services venture;

a controller configured to generate a plurality of default values based on endoseopy services knowledge database-provided data retrieved according to the user estimate information;

the user interface configured to receive user estimate information additional to previously entered user information to one of supplement and override at least one of the previously entered user estimate information and a default value of the plurality of provided default values; and

the controller configured to generate a business plan customized for the endoscopy services venture, based on the default value information and the user estimate information, and to output the generated business plan.

9. The method of claim 8, wherein the plurality of default values includes at least one of a requirement, a goal, a forecast and an output for the endoscopy services venture.

10. The method of claim 8, wherein a user confidence tag representing a user estimate of the reliability of the tagged value is entered for the user estimate information, and wherein a provided value of the business plan based on the user estimate information is flagged with a reliability index according to the user confidence tag for the user estimate information.

11. The method of claim 10, wherein in the generated business plan at least one of a facility size, an equipment requirement, and a staffing cost is forecast based on a user estimate of the volume of endoscopic procedures performed by the venture.

12. The method of claim 8, wherein the business plan is generated based on average scores for the industry of the venture, taking into account values specific to a local business environment according to a location of venture.

13. The method of claim 12, wherein the location of the venture includes information about at least one of a country, state, province, county, and town of the venture.

14. The method of claim 8, wherein based on the default value information and the user estimate information project facilitation is provided to facilitate user tracking and performance of tasks necessary for the venture.

15. A processor readable medium embodying a program of instructions for carrying out a business planning method for an endoscopy services venture, the instructions comprised of:

means for entering user estimate information based on a user estimate of a value for the endoscopy services venture;

means for providing a plurality of default values based on endoscopy services knowledge database-provided data retrieved according to the user estimate information;

means for entering user estimate information additional to previously entered user information to one of supplement and override at least one of the previously entered user estimate information and a default value of the plurality of provided default values; and

means for reporting a business plan customized for the endoscopy services venture, based on the default value information and the user estimate information.

16. The processor readable medium of claim 15, wherein the plurality of default values includes at least one of a requirement, a goal, a forecast and an output for the endoscopy services venture.

17. The processor readable medium of claim 15, wherein a user confidence tag representing a user estimate of the reliability of the tagged value is entered for the user estimate information, and wherein a provided value of the business plan based on the user estimate information is flagged with a reliability index according to the user confidence tag for the user estimate information.

18. The processor readable medium of claim 17, wherein in the generated business plan at least one of a facility size, an equipment requirement, and a staffing cost is forecast based on a user estimate of the volume of endoscopic procedures performed by the venture.

19. The processor readable medium of claim 15, wherein the business plan is generated based on average scores for the industry of the venture, taking into account values specific to a local business environment according to a location of venture.

20. The processor readable medium of claim 19, wherein the location of the venture includes information about at least one of a country, state, province, county, and town of the venture.

21. The processor readable medium of claim 15, wherein based on the default value information and the user estimate information project facilitation is provided to facilitate user tracking and performance of tasks necessary for the venture.

22. A business planning method for a venture, the method comprising:

entering user estimate information based on a user estimate of a value for the venture;

providing a plurality of default values based on knowledge database-provided data retrieved according to the user estimate information;

entering user estimate information additional to previously entered user information to one of supplement and override at least one of the previously entered user estimate information and a default value of the plurality of provided default values; and

reporting a business plan customized for the venture, based on the default value information and the user estimate information entering user-provided venture information for the venture,

wherein the business plan is generated based on average scores for the industry of the venture, taking into account values specific to a local business environment according to a location of the venture.

23. The method of claim 22, wherein the plurality of default values includes at least one of a requirement, a goal, a forecast and an output for the venture.

24. The method of claim 22, wherein a user confidence tag representing a user estimate of the reliability of the tagged value is entered for the user estimate information, and wherein a provided value of the business plan based on the user estimate information is flagged with a reliability index according to the user confidence tag for the user estimate information.

25. The method of claim 22, wherein the location of the venture includes information about at least one of a country, state, province, county, and town of the venture.

26. The method of claim 22, wherein in the generated business plan at least one of a facility size, equipment requirements, and a staffing cost is forecast based on a user estimate of the volume of business handled by the venture.

27. The method of claim 22, wherein based on the default value information and the user estimate information project facilitation is provided to facilitate user tracking and performance of tasks necessary for the venture.

28. The method of claim 22, wherein the venture is a facility for providing medical services.

29. A processor readable medium embodying a program of instructions for carrying out a business planning method for a venture, the instructions comprised of:

means for entering user estimate information based on a user estimate of a value for the venture;

means for providing a plurality of default values based on knowledge database-provided data retrieved according to the user estimate information;

means for entering user estimate information additional to previously entered user information to one of supplement and override at least one of the previously entered user estimate information and a default value of the plurality of provided default values; and

means for reporting a business plan customized for the venture, based on the default value information and the user estimate information entering user-provided venture information for the venture,

wherein the business plan is generated based on average scores for the industry of the venture, taking into account values specific to a local business environment according to a location of the venture.

30. The processor readable medium of claim 29, wherein the plurality of default values includes at least one of a requirement, a goal, a forecast and an output for the venture.

31. The processor readable medium of claim 29, wherein a user confidence tag representing a user estimate of the reliability of the tagged value is entered for the user estimate information, and wherein a provided value of the business plan based on the user estimate information is flagged with a reliability index according to the user confidence tag for the user estimate information.

32. The processor readable medium of claim 29, wherein in the generated business plan at least one of a facility size, equipment requirements, and a staffing cost is forecast based on a user estimate of the volume of business handled by the venture.

33. The processor readable medium of claim 29, wherein the location of the venture includes information about at least one of a country, state, province, county, and town of the venture.

34. The processor readable medium of claim 29, wherein based on the default value information and the user estimate information, project facilitation is provided to facilitate user tracking and performance of tasks necessary for the venture.

35. The processor readable medium of claim 29, wherein field of one of the business plan and the project facilitation provided based on a set of data including one of user estimate data and a default value is linked to the set of data, such that by selecting the field a user is returned to the set of data to one of view and edit the set of data.

36. The method of claim 29, wherein the venture is a facility for providing medical services.